“A Wal-Mart in South America has just placed an order for 3 million VR glasses in a company in Shenzhen.†Recently, the general manager of a VR glasses OEM company in Shenzhen Baoan told the “Daily Economic News†reporter that Shenzhen VR equipment shipped at least monthly. There are 5 million units, and the company has 200,000 units in a single month.
In stark contrast to the enthusiasm of Shenzhen Huaqiang North's channel shipments, China's largest electronics distribution center, investment in the VR industry seems to have entered a low point. According to statistics, from June to August, only four or five VR startups in China successfully financed, and in the first quarter, 18 VR startups received investment. This low tide makes people think that VR is not a concept of excessive demonization. As for the mass media to start to sing?
However, in the field of games, the application of VR and AR technology has been highly anticipated, and the new experience will bring a revolution to the game industry. This has become the consensus of the industry. The recent popular "Pokemon" game is a testimony.
Research firm IDC's data also continues to be promising for the VR outlook, which predicts that the global VR market will grow from $5.2 billion in 2016 to $162 billion in 2020. It seems that this is a promising market, but why has capital's attitude toward VR changed so much?
Huaqiang North VR equipment sales are booming
In the Huaqiang North Economic Building, there are a lot of VR equipment shops with only a few square meters. The reporter visited the site and learned that there are retail sales of VR mobile phone boxes up to 1,000 units/day during the peak period, and the number of distribution channels can reach 10,000 units/day. These devices are mainly Shenzhen brands, and the production areas are distributed. Shenzhen Baoan, Longgang and other places.
At these stalls, most merchants sell mobile VR devices. The structure uses plastic spacers and a pair of lenses to insert the phone into the box for viewing. In terms of selling price, the lowest transaction price is around 20 yuan. There are also a small number of VR all-in-ones, such as ant or big friends, each selling for about a few hundred dollars.
After the outbreak of the VR market, many tablet PCs and feature phone OEMs in Shenzhen transformed their production of VR glasses. In addition to the VR equipment manufacturers that have become famous for storms, big friends and ants, more are grassroots brands. Relying on Shenzhen's supply chain and production capacity, and mature distribution and export sales channel capabilities, Huaqiang North is already the world's largest market for VR shipments, and the VR shops are crowded with foreign merchants.
The above-mentioned general manager of an OEM company producing VR glasses in Shenzhen Baoan told the reporter of “Daily Economic News†that the shipments of VR terminals continued to rise in the first half of this year. The maximum monthly shipments of Shenzhen OEMs can reach more than 500,000 units. The volume of goods is between 200,000 and 300,000 units.
“Huaqiang North is not only a centralized distribution center, but also many orders from overseas markets. A Wal-Mart in South America has just placed an order for 3 million VR equipment to an OEM company in Shenzhen. The VR production of the factory has obviously exceeded the flat. The computer predicts that the monthly shipment of VR equipment in Shenzhen will reach 5 million units," said the general manager of the above OEM company.
According to IDC analyst Zheng Xi, 95% of VR devices on the market are similar to those produced by Huaqiang North. Due to the low price, the VR industry has objectively played a role in cultivating users. However, this cardboard product does not have any electronic components and touch technology, and the experience is poor and the profit margin is low, which only solves the primary experience of people's experience of VR. The current sales are hot, mainly due to the price advantage, and the channel has played an important role in promoting the popularity of VR. In the second half of the year, Huawei, Xiaomi, Samsung and other batches of VR equipment of about 500 yuan will be listed. Good experience and suitable price will make the market greet the turning point. The hot sales of cardboard may not last long.
VR project valuation has shrunk
Compared with the high capital VR investment sentiment in the first quarter of this year, VR startups have been in the cold for financing since May.
Statistics from the super-dimensional planet show that only four or five VR startups in China have successfully financed from June to August, which is in sharp contrast with the hot VR market in the first quarter. From January to March this year, 18 VR startup companies in China received investment, including 260 million yuan in the B round of the storm mirror on January 21, and Mengyun Software acquired 3 VR companies for 460 million yuan. Record.
Wei Xu, the investment manager of Junjun Capital VR Fund, told the reporter of "Daily Economic News" that the current valuation of VR startups is generally reduced by 30% to 40% compared with January-March. "The main reasons are three aspects. First, it started in May. The CSRC strictly controls listed companies to increase their acquisitions or raise funds to invest in the VR industry. The listed companies have previously been the main capital for the valuation of the VR industry. The market has fewer major players. Second, the economic slowdown is expected. It is expected that the difficulty of raising funds in the second half or next year will increase, and the funds will be cautious; thirdly, after a period of investment boom, the VR industry has recently lacked good investment targets."
VR practitioners are more familiar with the feeling of capital temperature conversion. Last year, Dianchi transformed from the science and technology journalist to the VR field and served as the CEO of the Fireworks Workshop. In the second half of 2015, the Fireworks Workshop won the first round of financing of 10 million yuan, and the company's valuation exceeded 100 million. Dianchi told the reporter of "Daily Economic News" that since May, capital has been very popular for VR to cool down, but at the same time, VR financing is still beyond other Internet entrepreneurial projects.
Dianchi believes that VR financing has a good side to the market during the winter, and can eliminate VR companies with weak technical strength and temporary enthusiasm, so that companies with stronger technology and market capabilities will win, but the VR industry will not appear like the group buying market. The big shuffle.
IDC predicts AR's turnaround next year
Although in the short term, capital investment in VR is affected by policies and the environment, investment enthusiasm has cooled down, but analysts are still optimistic about the prospects of the VR industry.
IDC's latest AR and VR data reports are still sung. IDC predicts that global AR and VR industry revenues will grow from $5.2 billion in 2016 to $162 billion in 2020.
According to IDC, 2016 AR and VR market software revenue will grow by more than 200% year-on-year, and half of total revenue will come from hardware revenue. IDC believes that VR systems' revenues in 2016 and 2017 will be higher than AR-related revenues, such as viewers, software, consulting services and system integration services, mainly due to the consumption of games and paid content. However, after 2017, AR revenue will grow by leaps and bounds, especially in the areas of medical services, product design and management.
Zheng Xi told the reporter of "Daily Economic News" that the current low investment in the VR market is affected by policies and the environment, but it does not constitute a hindrance in the long run. The reason why the investment is cautious is mainly because the investment in the hardware field has been sufficient and the competition is saturated in the past year, but there is no killer application in the content and industry markets.
Zheng Xi believes that in terms of content, the burst of "Pokemon" has brought a lot of imagination to the VR and AR markets. In terms of games and video content, there will be a certain breakthrough in the second half or next year, and the emergence of killer applications will re-inspire the investment boom. In the industry market, VR will have breakthrough performance in the construction, medical, education, tourism, display and other markets in the future.
"At present, many VR technologies solve the problem. For example, in education, VR technology has theoretically been able to achieve virtual imaging in the teaching process, but to truly realize the need to open up the industry chain." Zheng Xi said, "Now we have performance Powerful smartphones and cheap VR headsets, mobile phone companies entering the VR field will provide more experience and cost-effective VR products to the market. Recent developments in the medical industry have shown that augmented reality heads can have far-reaching impact on the industry. In the next five years, we expect the same to happen in education, tourism, display and manufacturing."
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